Numbers in NPST collapsed from Dec 2024 quarter. It has not recovered since then.
Fail to understand what is attraction for this company.
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Company guided to meet Q2 fy25 numbers by Q3 fy26 and has since diversified the business into multiple banks, lines of business and even had international foray recently
Also, guided to get back to earlier growth rate as done earlier
Disc; Exited due to better opportunities
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Mindgate promoters interview https://www.youtube.com/watch?v=vWsAGtEKj8M
NPST Mgmt. has referred to mindgate multiple times on call, as being a competitor in TSP space.
FY25 nos. of Mindgate seems very similar NPST numbers. But the trick is, if bulk of Mindgate’s numbers are coming from TSP, then it’s more sticky than the numbers coming PPAS for NPST.
PayU has acquired 70% of Mindgate valuing it at USD 300 Mn.
while going through the RHP of infinity infoway, which was recently listed, i got to know that
NPST holds less than 1% of the company.
has the company taken approvals from the shareholders or am i being anxious.
RMG ban is old news now. Association of how this affects NPST is being brought forth now, but the savvy bunch of investors would already have factored this in - evident from the price I guess. I agree that effect may be visible in the results with a lag, but I guess at least this news is already priced in